Goal Accomplished – $3,250 in Annual Dividend Income!

I threw a teaser in my last purchase article by mentioning that there was something else that I wanted to share with the community.  Well, back when I was setting my goals for 2016, I pushed myself to achieve at least $3,250 in annual dividend income.  You guessed it….my last purchase of Realty income pushed me over this mark and my forward dividend income total now sits at $3,265.  Now, I’ll summarize how I was able to knock this goal out with just under two months to spare in 2016.

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Lanny’s Q2 2016 Goals Update

6 Months are officially in the books and we are nearing the July month end.  2016 is flying – some highs and some lows, but all are experiences to learn from, that’s for damn sure.  There has been a lot of progress, set backs and steps taken forward in order to achieve goals, have a balanced life and new experiences.  I set lofty goals back in December of 2015 for my 2016 year and the first 6 months/half year should provide a solid indication if I am on track to achieve the goals established, let’s see the big update!

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Strategy Adjustment – Taxes… (Series, Part 1)

Very strange article title, isn’t it?  To begin, I love dividend stocks to invest in.  I love the pursuit to financial freedom and to be completely independent in the decision of what to do with my time.  As with that time – happiness is what truly matters, and making a difference in others lives.  I want to do that, NOW, Tomorrow, the next day and so on.  I want to be able to spend as much time with friends and family as I see fit in my life and to help others that are in need.  In doing some “deep-thinking” on how to further expedite this, maximize my money, which buys time, I have changed a strategy of mine.  The target?  Taxes.

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Bert’s Q2 2016 Goals Review

I know I said it in my June Dividend income article as well. But still….HOLY COW, I can’t believe the year is halfway over.  This quarter will always hold a special place in my heart though considering I got married in May.  Can’t believe that was a month ago too. WOW!  After the quarter is over, we like to take some time here and check up on our 2016 goals to check our progress and see if we need to make any necessary adjustments on the fly.   With six months remaining, there is still plenty of time to steer ourselves back onto the road if we have started wandering off.

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Bert’s June Dividend Income Summary

Lanny beat me to the punch for releasing our monthly dividend income summary and lets just say I have a tough act to follow.  $1,100 in total dividend income and a 30.31% dividend growth rate…impressive numbers Lanny!  You are crushing it.  However, the show must go on here and luckily for me, I had some nice year over year growth as well.   Time to peel back the layers and take a dive into my June dividend income summary!

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Bert’s 2016 Goals

I can’t write this without smiling.  2016 is going to be an amazing, life-changing year for me and I cannot wait until the ball drops on New Year’s Eve to make it official.  I’ll be marrying the love of my life at the end of May, so I don’t think there is a bad thing that can happen to me.   Well, now I left myself with an impossible task.  How on earth to I segue from that to discussing my 2015 investing goals?  Nothing I do this year will mean more to mean than that.  So I guess I will technically knock out one goal at the end of May?  Anyway…. now I’ll get down to business.  This article will discuss my 2016 goals!goals

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